Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Hazlett, Burt & Watson’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.72M Sell
10,195
-2,947
-22% -$472K 0.45% 54
2026
Q2 		$2.15M Hold
13,142
– – 0.57% 41
2026
Q1 		$1.56M Hold
13,142
– – 0.49% 47
2025
Q4 		$1.7M Buy
13,142
+929
+8% +$120K 0.54% 45
2025
Q3 		$1.54M Buy
12,213
+2,100
+21% +$248K 0.54% 46
2025
Q2 		$1.14M Buy
10,113
+2
+0% +$196 0.47% 53
2025
Q1 		$917K Hold
10,111
– – 0.41% 59
2024
Q4 		$1.03M Buy
10,111
+393
+4% +$39.5K 0.46% 52
2024
Q3 		$933K Buy
9,718
+102
+1% +$9.43K 0.43% 55
2024
Q2 		$906K Buy
9,616
+577
+6% +$50.5K 0.47% 47
2024
Q1 		$779K Buy
9,039
+4,977
+123% +$405K 0.47% 45
2023
Q4 		$304K Buy
4,062
+702
+21% +$48K 0.2% 104
2023
Q3 		$215K Buy
3,360
+2,760
+460% +$182K 0.16% 138
2023
Q2 		$40K Hold
600
– – 0.03% 334
2023
Q1 		$34K Hold
600
– – 0.03% 328
2022
Q4 		$28K Sell
600
-1,056
-64% -$50.6K 0.02% 343
2022
Q3 		$77K Sell
1,656
-1,500
-48% -$79K 0.07% 213
2022
Q2 		$156K Hold
3,156
– – 0.14% 150
2022
Q1 		$204K Buy
+3,156
New +$203K 0.16% 130

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Hazlett, Burt & Watson's IGM Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its iShares Expanded Tech Sector ETF (IGM) stake by 22% in Q3 2026, selling an estimated $472K and leaving 10,195 shares worth $1.72M. The position accounts for 0.45% of the portfolio, ranked #54.

Hazlett, Burt & Watson first reported a position in IGM in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.15M in Q2 2026. 269 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Hazlett, Burt & Watson held 10,195 shares of iShares Expanded Tech Sector ETF worth $1.72M as of Q3 2026.
  • Hazlett, Burt & Watson sold 2,947 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $472K.
  • iShares Expanded Tech Sector ETF made up 0.45% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #54 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's iShares Expanded Tech Sector ETF position peaked at $2.15M in Q2 2026.
  • 269 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.